adminAI’s $800 billion spending boom is becoming Bitcoin’s Fed problem
In recent developments, for the better part of two years, Wall Street has treated AI as the most bullish trade on the board, a growth engine that turbocharges earnings, underwrites…
An AI Cracks an 80-Year-Old Geometry Puzzle. What Do Mathematicians Make of It?
In recent developments, eight decades after Paul Erdős posed the unit distance problem in 1946, a general-purpose AI has produced configurations that beat the long-standing conjectured bounds, proving at least…
The Fed’s rate lever is breaking as bond markets stop following its lead
In recent developments, for decades, the Fed stabilized the economy with one simple tool: interest rates. Raise them to cool inflation, and cut them to stimulate growth. But after years…
The US debt machine is getting harder to stabilize – So where does Bitcoin …
In recent developments, the US Treasury market is the foundation of the global financial system. It determines mortgage rates, government borrowing costs, corporate lending, and the price of money across…
Fed minutes turn Bitcoin’s rate-cut trade into a hike-risk problem
In recent developments, the Federal Reserve’s April meeting minutes, released Wednesday, failed to bring the good news Bitcoin traders had been hoping for most of the year. The majority of…
Bitcoin’s Fed cut trade flips as bond market turns into the risk
In recent developments, bloomberg reported on May 22 that bond traders are fully pricing in a Fed interest rate hike by year-end, with interest rate swaps implying the Fed’s benchmark…
Bitcoin’s hard-money thesis is colliding with 5% Treasury yields
In recent developments, bitcoin was created as a response to the kind of debt-financed monetary disorder now playing out across global bond markets. The original thesis was that when governments…
Markets are moving toward a new global financial crisis. These are the tripwi…
In recent developments, a new global financial crisis is not confirmed, but the path toward one is now visible enough to map. The sequence starts with debt and oil before…
Expert Warns 2-Year Nasdaq Bubble Phase Beginning, Urges Investors to Positio…
In recent developments, online Blockchain CEO Clem Chambers believes U.S. markets have entered the early phase of a two-year Nasdaq bubble driven by artificial intelligence (AI) infrastructure spending, deficit-funded money…
Bitcoin has one level left before macro pressure opens the path to $75k as Tr…
In recent developments, bitcoin touched $77,711 intraday before recovering to near $78,225, spending a second consecutive session under macro stress as US Treasury yields held near multi-month highs. The 10-year…